Who this is for: Needs Manage My Audit Templates.
⑤ Linked Documents
Setting | Default | Effect |
Include Linked Documents | On | Lets auditors attach supporting files to the audit as a whole |
Switch off for short templates where document attachment is not needed. Note this is separate from evidence attached to individual findings — linked documents belong to the audit, evidence belongs to a finding.
⑥ Audit Summary
Setting | Default | Effect |
Include Audit Summary | Off | When on, the audit ends with a narrative summary section |
Limitations | Off | Adds an optional Limitations box below the summary, for anything that restricted the audit |
Auditee Response | Off | Adds an optional Auditee Response box below the summary, for what the auditee said about the conclusions |
Include Audit Summary is the main switch. Limitations and Auditee Response each add an optional box below the summary; both print in the report when filled in, and neither ever blocks publishing — see Recording limitations and the auditee's response. There is no separate score or risk summary setting — what the auditor sees alongside the summary comes from the Score and Risk Rating columns you chose in ③ Checklist Columns.
The dependency warning. Switch Include Audit Summary on while the Score column is off and the panel warns you:
The Audit Summary shows scored outcomes, but this checklist has no Score column. Turn on Score in Checklist Columns, or the summary will carry no scores.
Turn on Score in ③ Checklist Columns and the warning clears. You can publish with the warning showing — the summary simply carries no score.
Switch Include Audit Summary on for anything a manager or certification body will read. The summary is where the auditor states the overall conclusion — and a report of findings without a conclusion is much harder to act on.
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